Description of the Sub-Menu Functionalities
From Metis Documentation
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In this sub-menu, the administrator can define and manage Functionnality Profiles. Those profiles represent a combination of settings to which a name has been given. These profiles can then be used linked to versions and/or specific users. The users listed in the version and/or the specific users will then inherit those functionnalities. Sample profiles are listed in the screenshot below. | In this sub-menu, the administrator can define and manage Functionnality Profiles. Those profiles represent a combination of settings to which a name has been given. These profiles can then be used linked to versions and/or specific users. The users listed in the version and/or the specific users will then inherit those functionnalities. Sample profiles are listed in the screenshot below. | ||
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[[File:MSM_Profiles_Fonctionalities.png|center|600x400px]] | [[File:MSM_Profiles_Fonctionalities.png|center|600x400px]] | ||
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Functionality profiles can be defined for each product of the Metis Smart suite: | Functionality profiles can be defined for each product of the Metis Smart suite: | ||
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* Smart Monitoring | * Smart Monitoring | ||
* Smart Quotes | * Smart Quotes | ||
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These products are listed in the '''Application''' drop-down list. The administrator must first select an application from the drop-down menu to see the functionality profiles that exist for the selected application. | These products are listed in the '''Application''' drop-down list. The administrator must first select an application from the drop-down menu to see the functionality profiles that exist for the selected application. | ||
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| - | === | + | === Creating a Duplicate Functionality Profile === |
| - | + | To create a new profile, the administrator must create a duplicate of an existing profile then edit it accordingly. | |
| - | + | To do so, the administrator must first select the application for which he wants to do so and then select a reference profile from the list, then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The profile features window appears as shown in the following example: | |
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| - | [ | + | [[File:MSM_Profiles_Fonctionalities_Smart_Modeling_Edit_Right.png|center|600x400px]] |
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| - | + | By default, the profile name field displays the name of the profile which has been selected. The administrator must provide another name for the profile. The profile name is freely definable, but limited to 50 characters. | |
| - | + | It is not possible to enter a profile name that already exists. If the administrator tries to do so, the following message appears when saving the new profile: | |
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| - | + | [File:MSM-Profiles-Fonctionalitie.png|center]] | |
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| - | + | The administrator can then edit the properties of the new profile (see [[#Editing a Functionality Profile|below]]). | |
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| - | + | === Editing a Functionality Profile === | |
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Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example: | Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example: | ||
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*** General note for myself! The descriptions are based on the Smart Quotes application. Check what adaptations are necessary for the Smart Modeling and Smart Monitoring applications (esp. the Rights, SQL connection) *** | *** General note for myself! The descriptions are based on the Smart Quotes application. Check what adaptations are necessary for the Smart Modeling and Smart Monitoring applications (esp. the Rights, SQL connection) *** | ||
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| + | === Deleting a Functionality Profile === | ||
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| + | The administrator can delete a profile by selecting it first, then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | If the profile has been attributed to one or more users, the confirmation window indicates the number of users to which the profile has been attributed to, as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | To delete the profile, click on the ''Yes'' button. | ||
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| + | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, the following message appears: | ||
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| + | [Screenshot of the warning pop-up window] | ||
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| + | '''Note:''' The administrator cannot select several profiles at the same time. | ||